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Black Box Sample Processing (BBSP) services for the resource system represent an order for services that have an item quantity and price per item. BBSP Services also include limited sample configuration and data storage ability. Creating a new service A new ...

Creating a new service A new service can be created by clicking the "Create New Service" button located above the service list search box Newly created services will not exist until saved after initial configuration. This means that some functionality that...

Custom Data Forms can be used to collect approvals from anyone who has an email address. The email address of the person who is supposed to approve the submission will receive an email with an approval link included in it. The can then click on the link and...

Custom data collection forms can be configured to collect any desired data including digital signatures from submitters. Title - The title of the form Allow Editing Yes (all) - Allow users to edit form submissions after submission Yes (Recieved...

Click on the "Invoices" button on the top bar Select the Month, Year, and group you want to load invoices for Click the "Get Invoices" button Click the "Print" button on the invoice you want to view OR use the checkbox to select all the invoices you want ...

Click on the "Invoices" button on the top bar Select the type of search you want to use from the dropdown and enter your search criteria. Click the "Get Invoices" button Click the "Print" button on the invoice you want to view OR use the checkbox to selec...

Formats Fixed Width Text File - Displayed as page CSV File - Downloaded as file Reports List By default the resource management system provides the following reports to managers and administrators: Master User List - All users accounts in the system...

Users added as auditors in the system can access the "Site Information Audit" interface to review account access and charges. The site audit interface allows auditors to review accounts, users, and PO numbers by full and partial search Accounts Auditors...

The system messaging interface can be accessed by clicking on the top bar message button. The messaging interface allows managers to target specific audiences to receive an email messages. This will usually mean targeting the users of a specific group or se...

The Black Box Sample processing system uses an order wizard that will guide the user through the ordering process. Select an account Enter the number of samples to be submitted (Note: This can affect what processes can be selected on the next step) Select...

Overview Occasionally it can be desirable to trigger remote actions in response to actions that occur in the resource system. Use cases include remote logging or instrument interlock control. To support these remote actions the resource system provides HTTP w...

Walkup services are instruments that are designed to be used for short durations as they are available rather than being scheduled in advance.  When using a walkup service you will be presented with an account selector and start/stop buttons. After selectin...

For services that are publicly accessible and do not need to be scheduled in advance the resource system supports "Walkup" events. Rather than creating a reservation event these services create a timed record of use. The system creates a "pending" walkup event...

Overview Some records can be configured with advanced functionality by applying tags in the record tag manager interfaces such as the "Service Tags Manager" for service configuration. Where available it is recommended to use the provided wizard rather than th...

To create a news item go to the Group for which the item is to be created. If you have manager permission on the group you should see the "Add News Item" button above the News Item List. Click the "Add News Item" button and fill out the news item content. ...

News Items can be edited by clicking on the edit icon located next to the news title. Once edits are complete click the save button to persist the changes. News items cannot be deleted. If you need to hide a news item set it's status to "Hidden" You may...

To create a quote for a facility a user must be listed as a manager on that facility. Users may be listed as managers on multiple facilities. If so care must be taken to select the correct facility that the quote is being created for. To create a quote use the...

Quote States Quotes may be in one of 6 states: Creating - All unsent quotes in the process of being built. Pending - A quote that has been emailed to the user and is awaiting their review and approval/rejection. Approved - A quote that has been accepted ...

External users often have a need for a PDF quote for services prior to starting a project. Using the "Quotes" module managers can create and send PDF quotes to users for approval.  Workflow Managers create a new quote using the Quote Wizard in the Quotes m...

Database Setup If using an external database run the provided bootstrap_mysql.sql file in the target database to setup the database structure. Please note that an administrative user entry will need to be create in the users table. The INSERT code below will ...